Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.6B
AUM Growth
+$3.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,069
New
Increased
Reduced
Closed

Top Buys

1
+$788M
2
+$131M
3
+$67.8M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$62.6M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$59.6M

Top Sells

1
+$62M
2
+$52.9M
3
+$45.6M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$45.4M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$44.2M

Sector Composition

1 Technology 9.45%
2 Financials 4.65%
3 Consumer Discretionary 3.47%
4 Healthcare 3.17%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$28.8M 0.06%
579,726
-441,691
352
$28.7M 0.06%
235,385
-77,680
353
$28.6M 0.06%
563,124
+63,714
354
$28.5M 0.06%
509,316
+278,712
355
$28.5M 0.06%
61,197
+8,292
356
$28.3M 0.05%
344,708
+277,022
357
$28.2M 0.05%
747,666
+15,036
358
$28.1M 0.05%
252,363
+2,475
359
$27.9M 0.05%
336,006
-40,392
360
$27.8M 0.05%
446,776
-36,317
361
$27.8M 0.05%
1,155,076
+23,608
362
$27.3M 0.05%
676,649
+10,804
363
$27.3M 0.05%
249,126
+30,139
364
$27.3M 0.05%
243,333
+13,389
365
$27.3M 0.05%
645,487
+59,961
366
$27.2M 0.05%
235,330
+5,526
367
$27.2M 0.05%
353,269
+8,291
368
$27M 0.05%
+969,869
369
$26.9M 0.05%
392,761
+6,352
370
$26.9M 0.05%
683,154
+45,720
371
$26.8M 0.05%
280,680
+19,605
372
$26.8M 0.05%
345,551
+36,149
373
$26.7M 0.05%
1,097,789
+297,486
374
$26.7M 0.05%
885,704
+103,737
375
$26.6M 0.05%
729,613
-47,629
13 14
15
16 17